Harris Kocher Engineering Group, Inc. 401(K) — Form 5500 plan (Harris Kocher Engineering Group,Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Harris Kocher Engineering Group, Inc. 401(K) is a benefit plan reported by Harris Kocher Engineering Group,Inc under EIN 42-1563402 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $5,070,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harris Kocher Engineering Group,Inc
EIN
42-1563402
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
159
End-of-year plan assets
$5,070,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240710165631NAL0023406960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,070,151
Total liabilities (EOY)
$0
Net assets (EOY)
$5,070,151
Net assets (BOY)
$3,689,893

Income & contributions

Employer contributions
$204,100
Participant contributions
$749,769
Total contributions
$1,011,620
Total income / additions
$1,683,796

Expenses & distributions

Benefits paid
$243,042
Administrative expenses
$35,278
Total expenses
$303,538
Net increase / (decrease)
$1,380,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$30,525$02023
Aveo CapitalSERVICE PROVIDER$0$17,5382023

Related Form 5500 pages